Financial Advisor Book Plus

Eliminate Your Paperwork Nightmares!

Communicate Effectively

Financial Advisor Book Plus allows you to provide needed information, such as stock, fund and insurance analyses, memoranda and other communications, through a secure web delivery system. The system is intuitive, easy to use and fast. You designate who may receive any or all documents. The system allows you to email Users to let them know documents are available. Users may select to receive all documents, recently updated documents or selected documents.

Improve Efficiency

Financial Advisor Book Plus allows you to distribute information with a minimum of effort and time. Authorized people may upload authorized documents to the secure site with the provided Upload Tool. Subsequent clients require only subsequent uploads.

Differentiate Your Services

Financial Advisor Book Plus provides one organized online file, which includes an interactive Table Of Contents, to your clients.

Receive Feedback

Financial Advisor Book Plus automatically notifies you when documents are downloaded and uploaded and by whom. This detailed notification provides the security of knowing when information was delivered and enables you to continue with your business process.